Client Experience Advisory Agent Role

Become an Advisory Agent with Desjardins, focusing on enhancing member and client experiences in a full-time on-site capacity. Guide clients in using technological tools to fulfill their needs.
This role is essential in delivering exceptional client experiences at Desjardins. As an Advisory Agent, you will interface directly with clients, helping them utilize available resources and directing them to proper assistance when needed. Collaboration with personal finance advisors will be key in this capacity.
Key Responsibilities:
• Educate members on self-service application usage
• Provide a warm welcome and assess member needs
• Foster business development through quality service
• Resolve issues related to fraud, making appropriate referrals
• Work with personal finance advisors for service improvement
Requirements:
• Customer service experience is essential
• Skills in identifying client needs quickly
• Understanding of business relationships and develo...